Arete Wealth Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Arete Wealth Advisors, LLC
- $1.6 Billion
- Q3 2025
A detailed history of Arete Wealth Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 6,736 shares of VTEB stock, worth $338,618. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,736
Previous 6,438
4.63%
Holding current value
$338,618
Previous $316,000
6.65%
% of portfolio
0.02%
Previous 0.02%
Shares
22 transactions
Others Institutions Holding VTEB
# of Institutions
1,372Shares Held
602MCall Options Held
282KPut Options Held
56K-
Jpmorgan Chase & CO New York, NY99.1MShares$4.98 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO35.7MShares$1.8 Billion1.21% of portfolio
-
Creative Planning Overland Park, KS26.1MShares$1.31 Billion1.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA24MShares$1.21 Billion0.2% of portfolio
-
Morgan Stanley New York, NY23MShares$1.16 Billion0.07% of portfolio